
Diary of a High Net Worth Investor
Helping high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.
Podcasting since 2023 • 23 episodes
Diary of a High Net Worth Investor
Latest Episodes
"If you still have a marketing team you're insane!" with Ziggy Kormandel
You need to hear what AI expert Ziggy Kormandel says about the future in an AI world. A few spoilers: “What took $1 million and three years we can now do in 2 months”.“School is obsolete. The model is flawed, t...
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Season 2
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Episode 9
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52:21

Tim Croak
My guest today is Tim Croak, a Toledo, Ohio based founder of a wealth management company with a 40 year track record in investment and retirement planning. He’s a Chartered Life Underwriter and a Chartered Financial Consultant who became the yo...
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Season 2
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Episode 8
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37:18

Tax Planning For Wealthy Americans with Neil Jesani
For a long time now I’ve been telling my high net worth clients that, as their wealth increases, they need to upgrade their advisory team. Too many families remain loyal to accountants and tax consultants who do not deal with clients of a simil...
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Season 2
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Episode 7
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52:41

Mark Flickinger - Which Fire Do We Pour The Gasoline On?
My guest today is Mark Flickinger, General Partner and Chief Operating Officer at BIP Capital and BIP Ventures, a major VC firm based in Atlanta Georgia, where he’s very much focused on fundraising and investor success. Before focusing on the p...
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Season 2
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Episode 6
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1:05:45
